Merritt Point Partners LLC

RIASEC RegisteredEst. 2026
Total AUM
$636M
Discretionary
$636M
100% of AUM
Avg account
$106M
Accounts
6
Employees
4
Advisory reps
2

Firm details

Headquarters
Oakland, California
CRD number
298680
Registered since
May 21, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles54.71%
  • Investment Companies45.29%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Merritt Point Partners LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2026. The firm serves institutional clients and operates with a fee model that combines a percentage-of-AUM charge with performance-based fees. Its regulatory and business profile identifies it as a CPO/CTA and as a portfolio manager for investment companies and pooled investment vehicles, and the firm acts in sponsor, general partner and managing-member roles for pooled vehicles. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mudit Gupta

    Mudit Gupta

    COO, CCO, CFOCRD 4989304

Contacts

1 of 1
  • Jeffrey Baird

    Jeffrey Baird

    Founder & Portfolio ManagerCRD 2641796

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Oakland, CA

Alameda

Location

Oakland, CA

Headquartered in Oakland, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Alameda
Address
1999 Harrison St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth